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GoalPlanner
Calendar
If you have been involved in planning for high net worth clients, you
know that the completed plan is meaningless without implementation. In
our experience, the time and tedium that accompany plan implementation
can create frustration for advisors and clients alike, and can
contribute significantly to failure of the planning process. To help, we
have created a tool we call the Family Wealth GoalPlanner Calendar. This
is a detailed month by month calendar that sets out roles and
responsibilities leading to timely plan implementation.
Click here to view a sample of
the GoalPlanner Calendar.
(630) 596-5090
info@inknowvision.com
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